Add a Checklist to Service Management Issues for certain Issue types or Request types
Add Checklist for the certain Request types or Issue types in Jira Service Management ⚡️
Issue types can have several Request types. To be sure that you specify the right condition in the automation rule - check whether you want to add a Checklist to the Issue type or Request type. To check what Issue/Request types you have, go to the Project Settings → Issue types/Request types.
In the example below you can see that issue type New Feature has two Request types: Suggest a new feature and Suggest improvement:
Go to Project Settings → Automation → click Create rule:
Create a trigger
2.1. Choose Issue Created
2.2. Save trigger
Specify Issue type or Request type
3.1. Add component: Add a condition
3.2. Choose JQL condition
3.3. Add filter per Issue/Request Type
If you need to add a Checklist to the Issue Type with any Request Type 👉🏻 | issuetype = "New feature" |
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If you need to add a Checklist to the specific Request Type 👉🏻 | issuetype = "New feature" AND "Request Type" = "Suggest a new feature"
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To make sure that JQL query is valid click “Validate query“ | |
Success ✅ | |
JQL is invalid ❌ |
3.4. Save condition
Add a Checklist
4.1. Add component: New action
4.2. Choose Set entity property
4.3. Fill in the fields with the following values:
Property Key | |
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Property value |
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Add Checklist items in Markdown formatting 👉🏻 |
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Add Checklist template 👉🏻 |
4.4. Save action
Name your new Automation and Turn it on
You're done! Now every time a New feature Issue is created - a proper Checklist will be added to Jira Service Management Issues🎉